See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,075 | $85,022-57.6% | $70,515-48.8% | $139,434-74.1% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.3%-27.2pp | 80.3%-39.1pp |
| Annual return | 24.91% | 30.38%-5.5pp | 32.77%-7.9pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,558 | $3,909-60.2% | $2,973-47.6% | $4,751-67.2% |
| Participant deferral / active EE | $4,848 | $5,890-17.7% | $4,567+6.2% | $6,710-27.7% |
| Admin fee / account holder | $322 | $8,906-96.4% | $6,412-95.0% | $11,403-97.2% |